QX Strategic Advisory Council | Industry Leaders Guiding the Future of Accounting

About the Council

The QXAS Strategic Advisory Council is a first-of-its-kind forum of respected accounting leaders, growth advisors, and technology innovators who have shaped how firms operate, merge, and transform.

Their mission is to help firms navigate an evolving market shaped by consolidation, automation, and capacity pressures, while contributing to the broader advancement of the profession on how to:

Build scalable and resilient operating models
Leverage automation and analytics for smarter decisions
Strengthen leadership and succession pipelines
Create long-term value through growth and M&A readiness

This initiative reflects QXAS’s commitment to innovation and partnership. By connecting leadership experience with practical transformation insight, the Council ensures that firms are better prepared to grow with confidence.

Members of the QX Strategic Advisory Council

Council Members

Bob Lewis

President, The Visionary Group

Advisor to hundreds of Top 500 accounting firms on building enterprise value, independence, private equity & M&A. Bob is one of Accounting Today’s most influential people in the profession.

Alan Whitman

Former Chairman & CEO, Baker Tilly; CEO, ADW Advisory

Led one of the largest US accounting firms through major transformation and global expansion. Advises on scaling operations and aligning outsourcing strategies to firm realities.

Ellen Choi

Co-Founder, Aiwyn; CEO, Edgefield Group

Strategic technology leader with extensive experience driving innovation and AI transformation across professional services. Supports QX in shaping market engagement and technology alignment.

Rob Brown

Founder, Accounting Voices Network

Global influencer and podcast host amplifying thought leadership across accounting and tech. Helps firms and vendors build visibility and relevance in a rapidly changing profession

Outsourcing 3.0: A Smarter Way to Grow

Outsourcing 3.0 is QXAS’s framework for helping accounting firms grow smarter and stronger. It moves beyond traditional outsourcing to create strategic partnerships built on:

Talent: Dedicated professionals trained to international standards
Technology: Automation, workflow, and analytics that enhance efficiency and decision-making
Transformation: Process redesign that improves utilization, profitability, and client satisfaction

The Strategic Advisory Council helps evolve this framework, ensuring it reflects the realities of modern firms and drives sustainable growth in a changing industry.

In line with our vision to be the market leader in the outsourcing space, Outsourcing 3.0 represents how we help firms grow smarter and stronger through talent, technology, and transformation. The Strategic Advisory Council will play a key role in shaping this framework and ensuring it evolves with the needs of modern accounting firms.

Sagar Ahuja, CEO, QX Accounting Services

A message from our Council Members

Bob
Lewis

Accounting firms are at an inflection point. Technology, rising costs, and changes in firm values due to private equity are forcing leaders to rethink their models. I joined the Advisory Council to help firms build strategies that balance independence vs growth through M&A and to build enterprise value no matter what financial structure they operate under.

Alan
Whitman

Scaling a firm and creating sustainable growth requires vision, courage, and the right partners. QX Accounting Services has demonstrated the ability to help firms embrace automation, build capacity, and deliver stronger outcomes for clients. I am excited to contribute to the Advisory Council and support QX.

Ellen
Choi

Technology and AI are no longer optional for firms that want to grow and stay relevant. QXAS is helping the profession move from concept to technology transformation with measurable impact, and I’m excited to contribute to the Advisory Council’s work in guiding firms on that journey.

Rob
Brown

The accounting profession is going through rapid transformation driven by talent, technology and capital. QXAS is uniquely placed to help professional firms navigate this change, and its voice deserves to be heard. I’m excited to support their ambition and expertise to influence the accounting agenda.

A History of Leadership in Outsourcing

Since our founding in 2003, QXAS has partnered with accounting firms of every size to solve their most pressing challenges. What began with helping firms create reliable capacity has evolved into a broader mission of enabling profitable growth, automation, and transformation.

Through continuous collaboration with Top 100 firms, PE-backed firms, and innovative mid-tier practices, we’ve advanced from providing cost efficiency to building flexible global capability centers and embedding automation. Together with our clients, we are pioneering Outsourcing 3.0 – a model that combines talent, technology, and transformation to create lasting enterprise value.

This history of co-innovation strengthens QXAS’s position as a trusted partner and reinforces the credibility our clients rely on as they navigate transformational change.

Strategic Advisory Council